
Overview
As Finanse is a company that specializes in retirement planning and investment solutions, leveraging 25 years of experience in the financial sector. They also offer travel insurance services, providing clients with support for safe travel and financial management. Their team consists of professionals with decades of experience in advising on retirement and investment strategies.
Financials
Revenue history (in k)
Data and insights are generated automatically based on financial statements and may contain errors. This analysis is for informational purposes only and does not constitute an official assessment of the company's credibility or business advice.
Statistics
How the company ranks by revenue within its industry, region and across Poland in 2025.
Results vs industry
News
Industry
Bank accounts
Registered as a VAT taxpayer on 2020-01-02. Active
69 1140 2004 0000 3702 7799 1272
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
Public aid
| Grant date | Purpose | Gross amount | Granting body | |
|---|---|---|---|---|
| Jun 8, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | $1,282$1,282 | Prezydent Miasta Szczecin |
Tenders
No recorded participation in tenders.
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
| Insurance agent of Compensa Towarzystwo Ubezpieczeń Spółka Akcyjna Vienna Insurance Group | Active | ||
| Insurance agent of INTERRISK Towarzystwo Ubezpieczeń Spółka Akcyjna Vienna Insurance Group | Active | ||
| Insurance agent of UNIQA Towarzystwo Ubezpieczeń na Życie Spółka Akcyjna | Active |
Authorized Representatives
Manner of representation
Each member of the management board is entitled to represent the company independently.
Ownership
| Owner | Shares | Share value | Stake |
|---|---|---|---|
Jerzy Bucki (60) | 50 | $1,350.62 | 20% |
Kazimierz Andrzej Płachecki (74) | 50 | $1,350.62 | 20% |
Arturas Rimkus (49) | 100 | $2,701.24 | 40% |
Wojciech Edward Sobieraj (63) | 50 | $1,350.62 | 20% |
Beneficial owners
| Person | Rights | |
|---|---|---|
Jerzy Bucki (60) | Shareholder of a limited liability company, 5000.0 PLN | |
Kazimierz Andrzej Płachecki (74) | Shareholder of a limited liability company, 5000.0 PLN | |
Arturas Rimkus (49) | Shareholder of a limited liability company, 10000.0 PLN | |
Wojciech Edward Sobieraj (63) | Shareholder of a limited liability company, 5000.0 PLN |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Bespoke Brokersp. z o.o. | $165,310.69 | bespokebroker.pl | ||
| Financial Expertsp. z o.o. | $120,391.01 | financial-expert.pl | ||
| Twoi Doradcy Finansowi Polskasp. z o.o. | $113,473.40 | tdfpolska.pl | ||
| F-Expertsp. z o.o. | $97,059.14 | f-expert.pl | ||
| Horizon Hbfsp. z o.o. | $77,223.03 | kancelariahorizon.pl | ||
| Financial Lifesp. z o.o. | $63,783.76 | financial-life.pl | ||
| DOM Brokerski Polfinancesp. z o.o. | $57,308.09 | dbpolfinance.pl | ||
| Broker Partnerssp. z o.o. | $57,083.23 | broker-partners.pl | ||
| Evet2sp. z o.o. | $52,288.87 | evet24.pl | ||
| Finance Lex Groupsp. z o.o. | $38,023.08 | kosowicki.pl |
Change history
| Date | Event | |
|---|---|---|
| 2022-11-28 | Address change (Ul. Teofila Firlika 41, 71-637, Szczecin → Ul. Cyfrowa 6, 71-441, Szczecin) | |
| 2019-11-25 | Address change (Ul. Rybałtów 20/43, 02-886, Warszawa → Ul. Teofila Firlika 41, 71-637, Szczecin) | |
| 2019-11-25 | PKD change (Removed: 62.02.Z; Added: 85.52.Z) | |
| 2018-08-28 | Entered in the register |
FAQ
Last updated: 2026-06-24

